Insight
Are high Chinese aluminium semis exports structural or cyclical?
*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
China’s exports of semis show no signs of falling back significantly. In many rest of the world markets, they are now a regular part of the downstream aluminium supply chain. This is happening despite continued trade cases and duties being imposed on what many see as unfair competition. In this Insight, we look at what, why and how Chinese semis flow into rest of the world markets. We also shed light on whether this trend is set to persist. The future pattern of aluminium semis trade between China and the rest of the world will have profound implications on smelter and downstream investment in the world ex-China.
Table of contents
- Executive Summary
- Introduction
- Rest of the world primary supply gap plugged by Chinese semis exports
- Chinese semis exports under the microscope
- Wide arbitrage and high margins in the driving seat
- Chinese semis exports still winning despite US tariffs
- Conclusion
Tables and charts
This report includes the following images and tables:
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Chinese semis exports necessary to fill rest of the world primary shortfallPlate, sheet and strip dominates Chinese exports of semisIt’s all about the arbitrage in the near termChinese exports of semis redirected from the US to Asia and EuropeWhere China and rest of the world aluminium markets collide
What's included
This report contains:
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